Importing bills into Timekeeping

You may create bills (invoices) for imported time entries where the time billed is being imported.

NOTE

You need to do this at the same time as importing time entries.  It cannnot be done seperately at a later date.

Columns in the import spreadsheet for creating Bills

There are several columns in the import template which relate specifically to bills.

TE ref

By entering a "TE Ref", you may bill the same time entry on several bills, which should then have different "Bill Ref" entries.  The import will not import a duplicate time sheet with the same "TE ref".

Bill Ref

The "Bill Ref" groups severlal time entries into a single bill.

Invoice Date

The date of the invoice.  The import uses the first date in the import template which have the same bill ref.

Bill Note

Any notes for the invoice.  The import uses the first note in the import template which has the same note description.

Billed $

The amount of the invoiced amount for the individual time sheet line.  The total of the "Billed $" amounts will add up to the total of the invoice.

Woff Won

The amount written off or written on for the individual time sheet line.  The total of the "W/Off W/On" amounts will add up to the total written off or written on for the invoice.